Position in WFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,964,001
-$708,057 QoQ
Shares Held
62,354
+2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Advisors Asset Management, Inc. holds $72,356,290 across 17 Banks - Diversified names. WFC ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
76,505 | $22,504,710 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
102,153 | $12,118,410 | |
| 3 | C |
Citigroup Inc
|
75,903 | $8,608,159 | |
| 4 | BAC |
Bank Of America Corp /De/
|
102,514 | $4,997,557 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
62,354 | $4,964,001 | |
| 6 | SAN |
Banco Santander, S.A.
|
335,425 | $3,783,594 | |
| 7 | BCS |
Barclays PLC
|
151,871 | $3,213,590 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
34,119 | $2,814,476 |
All Filings in WFC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,964,001 | 62,354 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,672,058 | 60,859 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,763,658 | 56,832 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,115,203 | 51,363 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,990,375 | 55,584 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,875,843 | 55,180 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,709,938 | 47,972 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,913,138 | 49,051 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,417,801 | 41,715 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,884,978 | 38,297 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,394,633 | 34,132 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,510,872 | 35,400 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,625,506 | 43,486 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,880,264 | 45,538 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,752,133 | 68,427 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,658,507 | 67,871 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,365,595 | 69,451 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $3,290,516 | 68,581 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,953,068 | 63,630 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,852,409 | 62,981 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $2,314,584 | 59,242 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,742,502 | 57,737 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,437,542 | 61,146 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,980,672 | 77,370 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,313,507 | 80,610 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||